Charlie Meacher
CFA, FPFS, Chartered Financial Planner
By helping my clients to plan and grow their personal wealth over the long term, my goal is to give them the ability to look to the future with confidence and optimism.
About
I provide tailored financial advice to busy professionals, families, and businesses based in London and the surrounding counties.
Our services are for those who want help simplifying and improving their finances but who don't have the time or inclination to research their best options.
Whether it be to retire soon, to save for a holiday home, to protect their young family in the event of illness or to mitigate tax, I work with clients to bring clarity, action a plan and get peace of mind.
I use technology and cash flow modelling tools to really engage conversations and visually bring your financial plans to life.
I am a Chartered Financial Planner and a CFA charterholder with over nine years of industry experience having previously worked for Cazenove Capital, the wealth management arm of the Schroders Group, a global FTSE 100 company.
Outside of work, I enjoy spending time with family and friends, travelling and taking on new challenges.
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Advice and services
We offer an excellent wealth management service which will help you achieve your goals
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More about St. James's Place
St. James's Place Guarantee
St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.
SJP Approved 14/02/2024
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
